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Institutional Client Onboarding Jobs (NOW HIRING)

Phaxis

AVP - Client Onboarding

Manhattan, NY · On-site

$80K - $120K/yr

Lead end-to-end onboarding for new institutional clients, serving as the primary point of contact ... Key Qualifications • 3+ years of client onboarding experience, preferably with institutional ...

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Institutional Client Onboarding information

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$12

$25

$47

How much do institutional client onboarding jobs pay per hour?

As of Jun 22, 2026, the average hourly pay for institutional client onboarding in the United States is $25.95, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $29.09 per hour, depending on experience, location, and employer.

What is the difference between Institutional Client Onboarding vs Institutional Sales Associate?

AspectInstitutional Client OnboardingInstitutional Sales Associate
Primary FocusProcessing new client setups, compliance, and account activationGenerating sales, client relationship building, and product pitching
Required CredentialsKnowledge of compliance, financial regulations, and client documentationSales experience, financial product knowledge, and communication skills
Work EnvironmentBack-office, compliance, and client service teamsFront-office, client-facing, and sales teams
Industry UsageCommon in banking, asset management, and financial services

Institutional Client Onboarding primarily handles the setup and compliance for new institutional clients, ensuring smooth account activation. In contrast, an Institutional Sales Associate focuses on building client relationships and driving sales. Both roles require financial knowledge but differ in their core responsibilities and work environment.

Infographic showing various Institutional Client Onboarding job openings in the United States as of June 2026, with employment types broken down into 1% Locum Tenens, 2% As Needed, 56% Full Time, and 41% Part Time. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $53,969 per year, or $25.9 per hour.
AVP - Client Onboarding

AVP - Client Onboarding

Phaxis

Manhattan, NY • On-site

$80K - $120K/yr

Full-time

Posted 7 days ago

Job description

Job Description
Lead end-to-end onboarding for new institutional clients, serving as the primary point of contact and advocate throughout the front-to-back onboarding process. Guide clients through complex requirements including KYC, AML, Tax, Regulatory, and Credit, while coordinating closely with internal partners across Business, Operations, Legal, and Credit. Drive onboarding efficiency by resolving issues, escalating risks as needed, and contributing to process improvements and special projects that enhance client experience and operational excellence.
Key Qualifications
• 3+ years of client onboarding experience, preferably with institutional clients
• Strong project management skills in fast-paced, deadline-driven environments
• Excellent client-facing communication and stakeholder management skills
• Highly organized, detail-oriented, and solutions-focused
• Knowledge of U.S. AML/KYC and regulatory requirements (EMEA a plus)
• Familiarity with ISDA, CDEA, MRA, and MSFTA documentation preferred
• Proficiency in Microsoft Office;SharePoint and Power BI a plus
Meet Your Recruiter
Nick LaPetina
Phaxis logo

About Phaxis

Sourced by ZipRecruiter

Phaxis has been working on behalf of amazing clients and candidates for over 20 years, with much success. We have filled over 94,000 roles across our actively serviced clients. Our team understands how to deliver for our clients while guiding our candidates through their career journey and we all want to get you where you want to be. Your goals are our goals, and we treat them as such. Once you work with us, you’re a part of the team! How can we help you? We’re dedicated to helping you find yours.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Melville , NY, US

Year founded

2002

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